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Boston Scientific Strong on Growth Goals and Future Launches

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At an investment community meeting in New York City of late, Boston Scientific Corporation (BSX - Free Report) presented a review of its long-term growth strategy and offered plans for product pipeline and strategic investments. According to the company, this is aimed at improving its clinical and economic outcomes, sustaining category leadership in served markets and expanding into high-growth, adjacent markets.

Overall, this long-range strategy is expected to help the company deliver a strong financial performance across its MedSurg, Rhythm and Neuro, and Cardiovascular segments.

An Outline of the Strategy

The plan focuses on spaces like category leadership strategy, product diversification into faster-growth markets and expansion of portfolio and capabilities across geographies. In this regard, Boston Scientific noted that last year, it invested approximately $1 billion in R&D and also announced 10 strategic acquisitions in support of its category leadership scheme.

Based on these investments, the company expects to introduce approximately 75 products by 2022. Going by the company’s report, “many of these innovations are focused on adjacencies that are expected to expand our leadership in $22 billion in high growth markets by 2022.” According to the company, by 2022, these product launches will help 80% of its sales to reach high and moderate -growth markets.

Per a Mass Device report, “The company is looking to shift about 35% of its sales to high-growth markets, compared with about 25% today, and to cut low-margin sales to roughly 20%, versus about 30% today.”

In terms of geographic growth, Boston Scientific is working on widening its footprint in the  emerging markets along with increasing patient access to care and supporting steady broad-based progress through physician training capabilities, channel explosion and local partnerships.

Financial Goals

During the period from 2019 to 2022, the company is targeting double-digit adjusted earnings per share via the company’s ongoing adjusted operating margin improvement initiatives, which is projected to drive 50-100 basis points of expansion annually. The company has also targeted an organic revenue CAGR of 6-9% during the 2020-2022 time frame.

Share Price Performance

Over the past year, shares of Boston Scientific have outperformed the industry it belongs to. The stock has rallied 27.3% compared with 6.9% rise of the industry.

Zacks Rank & Key Picks

Boston Scientific carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader medical space are Cerner Corporation , Penumbra (PEN - Free Report) and The Cooper Companies (COO - Free Report) , each with a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Cerner’s long-term earnings growth rate is expected to be 13.5%.

Penumbra’s long-term earnings growth rate is projected at 21.5%.

Cooper Companies’ long-term earnings growth rate is estimated at 10.8%.

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